NatWest Group Q2 Earnings Call Highlights
NatWest Group (NYSE:NWG) raised its 2026 return guidance after reporting continued income growth, operating leverage and capital generation in the first half, while completing its acquisition of wealth manager Evelyn Partners. Chief Executive Officer Paul Thwaite said the bank’s return on tangible equity reached 19.7% in the first half, which he described as industry leading. […]
Dolby Laboratories Q3 Earnings Call Highlights
Dolby Laboratories (NYSE:DLB) reported third-quarter fiscal 2026 revenue of $305 million, within its prior guidance range, as strength in Dolby Atmos, Dolby Vision and imaging patents was partly offset by deal timing and foundational audio revenue. Non-GAAP earnings per share were $0.69, slightly above the midpoint of the company’s guidance range. Chief Financial Officer Robert […]
Comstock Resources Q2 Earnings Call Highlights
Comstock Resources (NYSE:CRK) reported higher second-quarter production but lower financial results as natural gas prices declined, while advancing drilling activity and infrastructure development across its Western and Legacy Haynesville positions. Second-quarter production averaged 1.2 billion cubic feet equivalent per day, up 16% from the first quarter and slightly above the year-earlier period. Natural gas and […]
Unisys Q2 Earnings Call Highlights
Unisys (NYSE:UIS) reported second-quarter 2026 revenue of $474 million, down 2% year over year on a reported basis and 5.2% in constant currency, as the timing of ClearPath software license renewals weighed on results. The company said revenue exceeded its prior outlook by about $20 million, driven by stronger-than-expected performance in Technology Solutions & Services. […]
SPX Technologies Q2 Earnings Call Highlights
SPX Technologies (NYSE:SPXC) reported second-quarter 2026 results marked by double-digit revenue, adjusted EBITDA and adjusted earnings-per-share growth, as demand for its data center cooling products and stronger Detection & Measurement project activity supported performance. Adjusted EBITDA increased 20% from a year earlier, while adjusted EPS rose 22% to $2.02, Chief Executive Officer Gene Lowe said […]
Pembina Pipeline Q2 Earnings Call Highlights
Pembina Pipeline (NYSE:PBA) reported second-quarter adjusted EBITDA of C$1.064 billion, up C$51 million, or 5%, from the same period a year earlier, as solid pipeline and facilities operations and stronger marketing results offset the impact of a revised Alliance Pipeline toll structure and revenue-sharing mechanism. President and Chief Executive Officer Scott Burrows said the quarter […]
Perimeter Solutions Q2 Earnings Call Highlights
Perimeter Solutions (NYSE:PRM) reported second-quarter 2026 adjusted EBITDA of $105.6 million, up 16% from a year earlier, as growth in its Specialty Products portfolio and acquisitions helped offset temporary pressures in Fire Safety. The company said adjusted net income increased to $68.6 million from $61.2 million, while adjusted diluted earnings per share was unchanged at […]
Ryan Specialty Q2 Earnings Call Highlights
Ryan Specialty (NYSE:RYAN) reported second-quarter revenue growth of 7.2% to $917 million, supported by 6.7% organic growth and modest contributions from acquisitions, as the specialty insurance services company navigated pricing pressure in property insurance and rising competition in several markets. Adjusted EBITDA increased 6% to $327 million, while adjusted EBITDA margin declined 40 basis points […]
Camping World Q2 Earnings Call Highlights
Camping World (NYSE:CWH) said second-quarter results were pressured by a weaker-than-expected new RV retail market during the peak selling season, prompting the company to reduce its full-year adjusted EBITDA outlook while emphasizing market-share gains, inventory reductions and planned cost savings. Chief Executive Officer and President Matthew Wagner said the company operated in what it described […]
Employers Q2 Earnings Call Highlights
Employers (NYSE:EIG) reported second-quarter 2026 diluted earnings per share growth of 29% from a year earlier and adjusted earnings per share growth of 46%, as the workers’ compensation insurer said its recapitalization and share repurchase program increased per-share results despite essentially flat net income. Chief Executive Officer Kathy Antonello said the quarter demonstrated the “direct […]
Core Laboratories Q2 Earnings Call Highlights
Core Laboratories (NYSE:CLB) reported second-quarter 2026 revenue of $124.6 million, up more than 2% from the prior quarter but down 4% from a year earlier, as stronger completion-product sales partly offset disruptions to its service business from conflicts in the Middle East and Russia-Ukraine. Chief Executive Officer Larry Bruno said the company continued to invest […]
Ingevity Q2 Earnings Call Highlights
Ingevity (NYSE:NGVT) reported second-quarter 2026 results marked by higher adjusted earnings, margin expansion and progress on its portfolio simplification efforts, as the company raised its full-year adjusted EBITDA and earnings-per-share outlook. Chief Executive Officer and President Dave Li said sales excluding the divested Road Markings product line increased 5% from the prior-year period, with growth […]
Lear Q2 Earnings Call Highlights
Lear (NYSE:LEA) reported higher second-quarter sales, earnings and cash flow, citing new business wins, operational improvements and continued deployment of automation initiatives. The company raised its full-year outlook for revenue, core operating earnings and free cash flow, although management pointed to continued uncertainty in China and expected second-half production-related headwinds. Second-quarter sales increased 3% year […]
Federal Realty Investment Trust Q2 Earnings Call Highlights
Federal Realty Investment Trust (NYSE:FRT) reported second-quarter funds from operations of $1.88 per share, up 7% from a year earlier, as record leasing volume, higher rents and incremental revenue initiatives supported results above the midpoint of its guidance range. Chief Executive Officer Don Wood said the quarter featured 96% occupancy, record leasing activity and the […]
MSA Safety Incorporporated Q2 Earnings Call Highlights
MSA Safety Incorporporated (NYSE:MSA) reported higher second-quarter sales, earnings and cash flow, while maintaining its outlook for mid-single-digit organic growth in 2026. The company also said it completed its acquisition of Autronica Fire and Security in early July. Second-quarter sales rose 6% year over year on a reported basis to $503 million. Organic sales increased […]
CNO Financial Group Q2 Earnings Call Highlights
CNO Financial Group (NYSE:CNO) reported stronger second-quarter results, citing broad sales growth, favorable underwriting and higher investment income, while raising its full-year operating earnings outlook. Operating earnings per diluted share rose 45% year over year to $1.26, excluding significant items, Chief Executive Officer Gary Bhojwani said on the company’s second-quarter 2026 earnings call. Year-to-date operating […]
DiamondRock Hospitality Q2 Earnings Call Highlights
DiamondRock Hospitality (NYSE:DRH) reported second-quarter 2026 operating results marked by higher revenue per available room, expanded hotel margins and an increase to its full-year outlook, as strength across group, transient and leisure demand supported results. Chief Financial Officer Briony Quinn said comparable RevPAR increased 7% from a year earlier, with growth accelerating from roughly 5.5% […]
AngloGold Ashanti Q2 Earnings Call Highlights
AngloGold Ashanti (NYSE:AU) reported higher second-quarter earnings, cash flow and free cash flow as stronger gold prices more than offset inflation, fuel costs, currency effects and a temporary operational suspension at its Obuasi mine. Chief Executive Officer Alberto Calderon said the company generated $2 billion in EBITDA during the quarter, up 46% from a year […]
Buenaventura Mining Q2 Earnings Call Highlights
Buenaventura Mining (NYSE:BVN) reported higher second-quarter 2026 production, revenue and earnings, supported by the ramp-up of its San Gabriel gold project, increased output at Yumpag and favorable metal prices. Chief Executive Officer Leandro García said consolidated gold production rose 12% year over year to 30,500 ounces in the quarter. Silver production increased 2% to 3.6 […]
Trane Technologies Q2 Earnings Call Highlights
Trane Technologies (NYSE:TT) raised its full-year revenue and earnings outlook after reporting second-quarter growth in bookings, revenue and adjusted earnings per share, supported by demand in commercial HVAC, services and residential markets. Chair and CEO Dave Regnery said enterprise organic bookings rose 37% in the quarter, driving a record backlog of $12.1 billion, up 70% […]
Ingram Micro Q2 Earnings Call Highlights
Ingram Micro (NYSE:INGM) reported record second-quarter 2026 results, with revenue, gross profit and adjusted earnings per share exceeding the company’s guidance ranges. CEO Paul Bay said the performance represented the company’s best second quarter to date, supported by growth across its business lines, regions and customer categories. Net sales totaled $14.53 billion, up 13.6% year […]
Mid-America Apartment Communities Q2 Earnings Call Highlights
Mid-America Apartment Communities (NYSE:MAA) reported second-quarter Core FFO of $2.08 per diluted share, exceeding its guidance by $0.02, as lower-than-expected property operating expenses and contributions from its non-same-store portfolio offset slightly softer same-store revenue. Chief Executive Officer Brad Hill said new resident and blended lease-over-lease rates improved sequentially, although the recovery in new lease pricing […]
T. Rowe Price Group Q2 Earnings Call Highlights
T. Rowe Price Group (NASDAQ:TROW) reported second-quarter 2026 adjusted diluted earnings per share of $2.57, up from $2.52 in the first quarter and $2.24 a year earlier, as higher average assets under management and investment advisory revenue outweighed increased expenses. The asset manager ended the quarter with $1.9 trillion in assets under management and $6.5 […]
Labcorp Q2 Earnings Call Highlights
Labcorp (NYSE:LH) reported second-quarter 2026 revenue growth, margin expansion and higher adjusted earnings, prompting the laboratory services company to raise the midpoint of its full-year revenue and adjusted EPS guidance. Revenue rose 5.8% year over year to $3.7 billion, while adjusted operating margin expanded 70 basis points to 15.8%, according to Chairman and Chief Executive […]
Stryker Q2 Earnings Call Highlights
Stryker (NYSE:SYK) reported 9% organic sales growth in the second quarter of 2026 and adjusted earnings per share growth of 17.9%, as the medical technology company continued recovering from a cybersecurity incident that disrupted operations earlier in the year. Chair and CEO Kevin Lobo said the company regained momentum during the quarter as it increased […]
Southern Q2 Earnings Call Highlights
Southern (NYSE:SO) reported second-quarter 2026 adjusted earnings of $1.13 per share, up $0.21 from the prior-year period and $0.13 above the company’s estimate, as higher electricity usage, customer growth and construction-related earnings supported results. Chief Financial Officer David Poroch said first-half adjusted earnings totaled $2.46 per share, above the company’s year-to-date expectations. Southern now expects […]
Pebblebrook Hotel Trust Q2 Earnings Call Highlights
Pebblebrook Hotel Trust (NYSE:PEB) reported second-quarter results that exceeded the high end of its outlook, driven by pricing gains, strong resort performance and continued recovery in San Francisco, while raising its full-year outlook for revenue per available room and adjusted funds from operations. Same-property hotel EBITDA increased 7.1% year over year to $123.3 million, which […]
RBC Bearings Q1 Earnings Call Highlights
RBC Bearings (NYSE:RBC) reported fiscal first-quarter 2027 results marked by double-digit sales growth, higher margins, strong free cash flow and continued debt reduction, driven primarily by demand in Aerospace & Defense and broad-based growth in its Industrial segment. Net sales increased 19.2% year over year to $519.5 million. Adjusted diluted earnings per share rose 36.6% […]
GFL Environmental Q2 Earnings Call Highlights
GFL Environmental (NYSE:GFL) raised its full-year 2026 outlook for the second time after reporting second-quarter results that management said exceeded expectations, supported by pricing gains, acquisition activity and operating efficiencies despite softer construction and demolition volumes and elevated diesel costs. Founder and CEO Patrick Dovigi said the company’s first-half performance demonstrated the resilience of its […]
Floor & Decor Q2 Earnings Call Highlights
Floor & Decor (NYSE:FND) reported second-quarter fiscal 2026 adjusted diluted earnings per share of $0.58, unchanged from a year earlier, as the company managed expenses and generated free cash flow despite continued softness in large discretionary flooring projects. Total sales increased 3% year over year to $1.25 billion, while comparable-store sales declined 2.1%. The comparable-sales […]
Hyatt Hotels Q2 Earnings Call Highlights
Hyatt Hotels (NYSE:H) said second-quarter system-wide RevPAR rose 5.9% from a year earlier, exceeding the company’s expectations as premium leisure demand, group travel and FIFA World Cup-related activity supported results. Chairman, President and Chief Executive Officer Mark Hoplamazian said the company delivered growth in RevPAR, fees and adjusted EBITDA despite regional headwinds affecting parts of […]
Ingersoll Rand Q2 Earnings Call Highlights
Ingersoll Rand (NYSE:IR) reported second-quarter results marked by organic revenue growth, improved demand trends and a higher full-year revenue outlook, while management said delayed long-cycle projects began converting to orders in July. Chairman and Chief Executive Officer Vicente Reynal said the company recorded 2% organic order growth, 4% organic revenue growth and 7% growth in […]
MasTec Q2 Earnings Call Highlights
MasTec (NYSE:MTZ) reported second-quarter 2026 revenue of $4.374 billion, up 23% from a year earlier, as growth in its power delivery, pipeline and clean energy businesses offset emerging pressure in communications. Adjusted EBITDA increased 40% year over year to $384 million, while adjusted earnings per share rose 49% to $2.22. Chief Executive Officer José Mas […]
Oil States International Q2 Earnings Call Highlights
Oil States International (NYSE:OIS) reported second-quarter revenue of $157 million and adjusted EBITDA of $19 million, representing sequential increases of 8% and 14%, respectively, as growth in its Downhole Technologies and Completion and Production Services businesses supported results. The company reported net income of $6 million, or $0.10 per share. Excluding charges related to the […]
Martin Marietta Materials Q2 Earnings Call Highlights
Martin Marietta Materials (NYSE:MLM) reported record second-quarter revenue and adjusted EBITDA, supported by infrastructure and heavy non-residential construction demand, contributions from acquisitions and operating-cost discipline. The company raised its full-year revenue outlook while maintaining its adjusted EBITDA guidance, citing continued energy-cost pressure. Chair, President and Chief Executive Officer Ward Nye said the quarter reflected favorable […]
California Water Service Group Q2 Earnings Call Highlights
California Water Service Group (NYSE:CWT) reported higher second-quarter earnings as the company recognized revenue tied to its California general rate case, continued a record pace of infrastructure investment and advanced regulatory and acquisition initiatives. Net income for the second quarter of 2026 was $56.5 million, or $0.93 per diluted share, compared with $42 million, or […]
Edison International Q2 Earnings Call Highlights
Edison International (NYSE:EIX) reported second-quarter 2026 core earnings per share of $1.54, compared with $0.97 a year earlier, and reaffirmed its full-year core EPS guidance of $5.90 to $6.20. Year-to-date core EPS totaled $2.97. President and Chief Executive Officer Pedro Pizarro said the company’s first-half performance supported its confidence in its 2026 outlook and in […]
Claros Mortgage Trust Q2 Earnings Call Highlights
Claros Mortgage Trust (NYSE:CMTG) reported a second-quarter net loss as it continued to reduce watchlist exposure, sell or resolve loans and real estate-owned assets, and deleverage its balance sheet in preparation for eventually resuming new loan originations. The commercial mortgage REIT recorded a GAAP net loss of $1.81 per share for the second quarter of […]
CubeSmart Q2 Earnings Call Highlights
CubeSmart (NYSE:CUBE) said second-quarter operating trends improved across much of its portfolio, prompting the self-storage real estate investment trust to raise its full-year same-store revenue outlook and project a return to positive earnings growth in the second half of 2026. President and Chief Executive Officer Chris Marr described 2026 as “a year of inflection” after […]
Fresh Del Monte Produce Q2 Earnings Call Highlights
Fresh Del Monte Produce (NYSE:FDP) said its newly acquired Del Monte Foods business delivered profitable performance in its first full quarter under company ownership, prompting management to raise its 2026 sales and adjusted EBITDA outlook for the prepared-foods unit. During the company’s second-quarter 2026 earnings call, Chairman and Chief Executive Officer Mohammad Abu-Ghazaleh said the […]
Glaukos Q2 Earnings Call Highlights
Glaukos (NYSE:GKOS) reported record second-quarter 2026 consolidated net sales of $185.6 million, up 50% from the prior-year period on a reported basis and 49% on a constant-currency basis, as growth in its U.S. glaucoma, international glaucoma and corneal health businesses exceeded management’s expectations. Chairman and CEO Tom Burns said the company raised its full-year net […]
Fuchs Q2 Earnings Call Highlights
Fuchs (ETR:FPE3) reported higher sales and earnings for the first half of 2026, citing strong demand, broad-based volume growth and its ability to supply customers amid raw-material shortages. The lubricant supplier also raised its full-year EBIT outlook while cautioning that some of the first-half sales momentum was temporary. Sales rose 11% year over year to […]
McGrath RentCorp Q2 Earnings Call Highlights
McGrath RentCorp (NASDAQ:MGRC) reported second-quarter results that reflected continued growth in rental operations, led by its Mobile Modular and TRS-RenTelco businesses, while lower equipment sales and delayed project completions weighed on total revenue and earnings. Total revenue declined 6% year over year to $221 million, while adjusted EBITDA fell 4% to $83 million. Rental operations […]
Equinix Q2 Earnings Call Highlights
Equinix (NASDAQ:EQIX) raised its full-year and long-term outlook after reporting accelerating recurring-revenue growth, record interconnection additions and strong bookings in the second quarter, as the company said AI-related infrastructure demand is broadening across enterprise customers and service providers. CEO and President Adaire Fox-Martin said the “AI-driven infrastructure cycle continues to accelerate” and is supporting demand […]
Linde Q2 Earnings Call Highlights
Linde (NASDAQ:LIN) reported record second-quarter sales and earnings per share, while expanding its sale-of-gas project backlog to a record $8.1 billion following a new U.S. electronics contract. The industrial-gases company also said it expects to start more than 20 projects during the remainder of 2026, representing approximately $1.3 billion of investment. Chief Executive Officer Sanjiv […]
Tenable Q2 Earnings Call Highlights
Tenable (NASDAQ:TENB) reported second-quarter results above its guidance ranges and raised its full-year outlook, citing record adoption of its Tenable One exposure management platform, larger deal sizes and improving expansion trends. Revenue for the quarter totaled $268.5 million, up 8.6% year over year. Non-GAAP income from operations rose 38.8% to $66.2 million, representing 24.7% of […]
HNI Q2 Earnings Call Highlights
HNI (NYSE:HNI) reported second-quarter fiscal 2026 non-GAAP diluted earnings per share of $1.27, up 14% from a year earlier, as profit from the Steelcase acquisition, pricing and cost benefits, network optimization savings and productivity gains helped offset softer organic volumes earlier in the year. GAAP diluted EPS was $0.70. Total net sales increased 121% year […]
Bancorp Q2 Earnings Call Highlights
Bancorp (NASDAQ:TBBK) reported second-quarter 2026 earnings per share of $1.45, up 14.2% from a year earlier, as growth in its fintech business, lending fees and operating leverage supported record earnings for the first half of the year. Chief Executive Officer Damian Kozlowski said the company generated a 34.7% return on equity in the quarter and […]
First Business Financial Services Q2 Earnings Call Highlights
First Business Financial Services (NASDAQ:FBIZ) reported second-quarter 2026 earnings per share of $1.84, including a net $0.14-per-share benefit from two one-time items, as loan growth, margin expansion and fee income supported record pre-tax, pre-provision earnings. CEO Dave Seiler said pre-tax, pre-provision earnings reached a record $19.8 million in the quarter and increased 15% in the […]
Franklin BSP Realty Trust Q2 Earnings Call Highlights
Franklin BSP Realty Trust (NYSE:FBRT) reported second-quarter 2026 distributable earnings that covered its dividend for a second consecutive quarter, as improved core net interest income, a strong contribution from its conduit business and lower realized losses supported results. The commercial real estate lender reported GAAP net income of $16.3 million, or $0.13 per fully converted […]
last updated on 2 Aug 12:00